- Robert Half Office Team (Carlsbad, CA)
- …solutions company in Carlsbad is seeking an engaging, strategic, and relationship-focused Client Success Manager to serve as a trusted partner to key accounts. ... This individual will lead client onboarding, manage long-term relationships, and ensure successful adoption of the company's products and services. The ideal… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial ... the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The… more
- JPMorgan Chase (Chicago, IL)
- Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse ... teams, be the catalyst for transformative client experiences, and redefine solution-oriented success. As a ...the product + Contribute to the development of product documentation , tutorials and knowledge based articles to support customer… more
- Quad (West Allis, WI)
- …+ Documentation & Reporting: + Maintain detailed records of client interactions, decisions and deliverables. + Proactively lead regular check-ins, status ... a company that believes we can always create a better way. The Client Relationship Executive (CRE) for In-Store clients is responsible for ensuring their success,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client 's team. In this role, you will play a key part in ... delivering outstanding client experiences while managing a range of financial services...* Manage rollover requests by coordinating with custodians, preparing documentation , and ensuring smooth transitions. * Respond promptly and… more
- Capgemini (Houston, TX)
- … documentation , including THOR entries, contracts, project plans, and client communications..Provide regular reports on account status, Pipeline Update, project ... **Job Title:** Client Partner- (Energy Technology-Utilities) **About the job you're...(Energy Technology-Utilities) **About the job you're considering** As a Client Partner, your primary responsibility is to foster strong… more
- Ethos Veterinary Health (Waukesha, WI)
- Wisconsin Veterinary Referral Center is looking for a 1st Shift Full-time Client Care Liaison to join our team at our location in Waukesha, Wisconsin. As a Client ... our clients and referring veterinarians. In this role, you'll ensure every client and their pet receive compassionate, high-quality care and attention from their… more
- JPMorgan Chase (Palo Alto, CA)
- Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. As a Client Solutions Architect ... closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success. Leveraging your deep understanding… more
- Compass Group, North America (Minneapolis, MN)
- …Service + Accounts Receivable / Consolidation Services + Finance / Accounting + Client & Account Management + Vendor Relations / Operations + Information Technology ... we continue to raise the bar. **Job Summary** The Client Project Manager leads high-visibility client initiatives...+ Track milestones, manage risks, and maintain clear project documentation + Ensure timely and accurate delivery of initiatives… more
- H&R Block (Hamilton, NJ)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... door is always open. A Typical Day As a Client Care Specialist at H&R Block, you are the...Advisors, you help clients understand the process, gather necessary documentation , and prepare them for a consultative and personalized… more